kerry talked about not re-entering a cold war. you could easily argue that in vladimir putin's mind, we've always been in one, and where does this go from here? the world markets are very shaky. they're very nervous about this. around the world, markets are selling off a lot more than ours is. >> what are we to make of the ruble going down in value? >> i think putin things it's a short-term collateral type of damage that must be done to protect the fleet that they have in the black sea. they're not going to give that up. they're not going to give up crimea. from a historical point of view, from a strategic point of view, they're not going to give that up. they haven't been dissuaded from making these hard military moves. you saw what happened in georgia. putin can live with that. >> what about oil prices? this area is so rich in oil. does it affect the global market? >> absolutely. oil up $2 today, $104 a barrel. that's always a red flag for us. for american drivers, it's a global product, a global demand. we start talking about i